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Melissa Bradley

25 Years of Experience
Little Rock, AR
Broker

Melissa Bradley is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Little Rock, AR, with 25 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
25581 advisors
Number of Clients
1,738,212 clients
Average Client Portfolio
$869K average
Assets Under Management
$1511.1B

Fee Structure

Investment management only (planning not offered)

The program's fees consist of two parts: the fee you pay to Bank of America for its services, and a fee for the specific investment strategy you choose. The strategy fee, called the Style Manager Expense, generally ranges from 0.00% to 0.50% of your assets annually. Clients investing in strategies managed by related entities will not be charged a Style Manager Expense.

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Location

2200 N Rodney Parham Rd, Little Rock, AR, 72212

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Melissa volunteers with the Young Men's Service League and serves on the board of the Winthrop Rockefeller Foundation. These activities involve minimal time commitments and are not investment-related.

Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2010 - Present · 16 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2010 - Present · 16 yrs 6 mos
Previous Registrations
Morgan Stanley Smith Barney LLC
June 2009 - January 2010 · 7 mos
Morgan Stanley Smith BarneyBroker
June 2009 - January 2010 · 7 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
March 2004 - April 2007 · 3 yrs 1 mo
Morgan Stanley Dw INC.Broker
April 2000 - April 2007 · 7 yrs
State Registrations25 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.